O'Shaughnessy Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

O'Shaughnessy Asset Management’s Portfolio NULV Stock Details NULV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-740	Closed	-$33.7K	–	2772
2026 Q1	$33.7K	Buy	740 +496	+203%	+$23.1K	﹤0.01%	2284
2025 Q4	$11K	Hold	244	–	–	﹤0.01%	2393
2025 Q3	$10.7K	Sell	244 -82	-25%	-$3.5K	﹤0.01%	2345
2025 Q2	$13.7K	Sell	326 -893	-73%	-$35.5K	﹤0.01%	2160
2025 Q1	$49.4K	Buy	+1,219	New	+$49.4K	﹤0.01%	1984

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

O'Shaughnessy Asset Management's NULV Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 740 shares — an estimated $33.7K sold.

O'Shaughnessy Asset Management first reported a position in NULV in Q1 2025 and held it in 5 quarters. The position peaked at $49.4K in Q1 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 740 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $33.7K.
O'Shaughnessy Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2025 and held it in 5 quarters.
O'Shaughnessy Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $49.4K in Q1 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.